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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,510 | $239,571-12.1% | $183,328+14.8% | $137,256+53.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 21.76% | 35.69%-13.9pp | 29.67%-7.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,164 | $7,995+27.1% | $6,795+49.6% | $6,407+58.7% |
| Admin fee / account holder | $1,068 | $30,059-96.4% | $21,427-95.0% | $12,270-91.3% |